Gabriel Shin

OpenAI just paid 100 ex-bankers to teach AI modeling. Everyone thinks this is about replacing analysts. It's not. It's about capturing the institutional edge that makes firms different.

@Amy__ai See the full

@Amy__ai Amy understands context, pulls from multiple data sources, and handles the entire flow from research to outreach. One prompt. Complete execution. The wild part? Amy gets better every week. Speed is the new alpha ⚡️

We just gave @Amy__ai access to private data sources. Now she can research comapnies, find any founder's contact info and draft personalized outreach. All in one conversation. No tabs. No exports. No Integrations. No busy work. Watch this 👇

The best deals don't wait for your monthly review cycle.

After years watching VCs manually track companies in spreadsheets, it's wild seeing Amy turn hours of work into minutes.

The worst feeling in private market investing? Finding out that a company you've been tracking has just raised from another firm

The infrastructure layer needs a complete rebuild for this to work. Not just tech. The entire mental model of how private markets operate. Exciting problem to solve.

It's been fascinating watching this evolution: Started with crowdfunding platforms Then SPV platforms made it easier Now tokenization is entering the chat Next: 401k integration (maybe) One thing's clear: private markets is ripe for innovation.

Despite all this, I still believe in democratizing private markets. Portfolio diversification and long-term returns are important. The optionality matters, even if the execution is messy.

Let's talk fees. 2/20 is punchy for Uncle Bob when he's used to Vanguard's 0.04% expense ratios. How do you justify 2% management fees to someone who thinks financial advisors charging 1% is highway robbery?

Been seeing a lot of headlines: "Billions of dollars in new capital for private markets with 401K" Just read the actual executive order buff.ly/GbJQ42c Here's what I think 🧵

Then there's liquidity. Private markets = long-term, illiquid investments. 401k holders check balances monthly. They panic when numbers go down. Educating retail investors on J-curves and 10-year horizons? Good luck.

The daily NAV requirement is the real killer. Having built fund infrastructure at Vauban & Carta, I can tell you private market valuations are based on models. No standardization. Lots of assumptions. Now imagine doing that daily instead of quarterly.

The reality: This isn't direct PE/VC access. It's for multi-asset firms providing hybrid strategies with MAX 5-10% private asset allocation. Your uncle isn't buying into Sequoia. He's getting a tiny slice of alts in a target-date fund.

What's your take on AI rollups? Seeing it in your sector?

PE has the patient capital, operational expertise, and control to make this work. They're betting on EBITDA improvement.

I've spoken to several PE firms over the past weeks. The AI rollup trend is very real. Firms are buying businesses, layering in AI, creating operational efficiencies, and improving bottom lines. AI is no longer hype for these firms.